Skip to content

Rick Dunham

Episode: 95

Today on the Servant Leadership Podcast we welcome Rick Dunham, the founder of Dunham and Company. For more than twenty years, Rick has led Dunham and Company, one of the most respected fundraising and strategic consulting firms in the world. The work Rick and his team have done has helped ministries impact hundreds of millions of people globally. Rick is the author of If God Will Provide, Why Do We Have to Ask for Money?, and is widely recognized as a leading voice on biblical generosity, data-driven fundraising, and long-term ministry growth. Join us as Rick shares the heart behind biblical generosity, the changing landscape of nonprofit giving, leading and releasing through seasons, and Rick’s uniquely biblical perspective on what it actually means to be a servant leader.

Prev Episode

Rick Dunham's Perspective on Tithing

0:00
I get myself in such trouble and I'm

0:02
sure people listening to this will get

0:03
mad at me, but I honestly don't believe

0:06
in the tithe because God God doesn't

0:10
want a 10% tip and then have us do

0:12
whatever else we want.

Introduction to Rick Dunham

0:14
God's in God's economy in New Testament,

0:16
it's 100%. It's everything.

0:18
Everything.

0:26
Today on the servant leadership podcast,

0:27
we welcome Rick Dunham, the founder of

0:30
Dunaman Company. For more than 20 years,

0:32
Rick has led Dunaman Company, one of the

0:35
most respected fundraising and strategic

0:37
consulting [music] firms in the world.

Rick's Impact and Authorship

0:39
The work Rick and his team have done has

0:41
helped ministries impact hundreds of

0:43
millions of people globally. Rick is the

0:46
author of If God Will Provide, Why Do We

0:48
Have to Ask for Money? [music] and is

0:50
widely recognized as a leading voice on

0:52
biblical generosity, datadriven

0:54
fundraising, and long-term [music]

0:56
ministry growth. Join us as Rick shares

0:58
the heart behind biblical generosity,

Rick's Biblical Generosity

1:00
[music] the changing landscape of

1:02
nonprofit giving, leading and releasing

1:04
through seasons, and Rick's uniquely

1:07
biblical perspective on what it actually

1:09
means to be a servant leader.

1:11
Rick, thank you for being on the servant

1:13
leadership podcast.

Rick's Career Journey

1:14
I'm very grateful to be here. Thanks. I

1:16
have benefited personally from your work

1:19
and admired your work from afar for many

1:21
years over a decade.

1:22
Uh but you've been doing this for over

1:24
two decades right

1:25
so how did this place Dunaman company

1:28
all get started? Yeah, it really goes

1:30
back quite a ways to be honest. Uh when

1:33
I was finish up finishing up my seminary

1:35
work, uh I was involved in development

1:38
work. Um I was getting my masters of

1:41
theology, but I was part of the

1:43
development team at the seminary and

Transition to Consulting

1:47
uh long and short of it ended up um

1:51
going into nonprofit work right out of

1:53
seminary. So for 10 11 years uh I was

1:56
doing uh leadership fundraising kind of

1:58
work within nonprofits.

2:00
Um and then in ' 89 went into consulting

2:04
with a company here in Dallas which is

2:06
why we moved here and did that for 14

2:10
years and then struck out on my own in

2:13
2002 primarily because I wanted to make

2:16
uh a singular focus around ministries

Focus on Ministry Impact

2:20
that were committed to making a bigger

2:22
impact for the kingdom. So that was the

2:24
whole thinking at that time. Still is.

2:27
Um and yeah, the rest is kind of

2:29
history.

2:30
Why the shift that direction? [snorts]

2:32
Um in the former company, we' worked

2:34
with all sorts of nonprofits, which was

2:35
fine. They were very worthy

2:37
organizations, but I was I really wanted

2:41
to be more intentionally on mission

2:44
every day. And I really and the need was

2:46
pretty significant within the Christian

2:48
community for the kind of uh help we

2:50
could provide. So I wanted to do that.

Building a Household Name

2:53
You guys have become a household name

2:55
around the country for helping

2:57
nonprofits think about fundraising and

2:59
raising money in all kinds of ways.

3:02
Uh I'm [snorts] not sure if you imagine

3:04
that off the get-go or

3:06
Hey, my vision was to hang out a shingle

3:08
and pray somebody would pay me for my

3:10
counsel.

3:11
Well, and now it seems like you have to

3:12
turn away ministries based on different

3:14
alignment things. Like you have so many

3:16
people knocking in your door,

3:18
right? Um, I'm curious. What are some

3:21
things that you've seen over the last

3:22
couple decades that have really changed

3:25
how you personally view generosity and

3:28
giving?

Personal Journey on Generosity

3:29
It's a really good question. Um,

3:33
it's part part of it is my own personal

3:35
journey.

3:36
So,

3:38
um, I think you know I wrote a book

3:40
called if God will provide, why why do

3:42
we have to ask for money? And the reason

3:45
I did that is cuz there was often this

3:47
push back coming from

3:49
some donors saying you you don't need to

3:52
do the fundraising. God will provide

3:54
without you doing that. And so I being

3:56
trained theologically I spent three

3:58
years just going through scripture

3:59
trying to understand does the Bible even

4:01
talk about it. And it really impacted my

4:03
view of generosity because what I what I

4:06
learned in that process is that God

4:08
doesn't really want our money. What he

4:10
wants is our heart. The challenge is

4:12
that our heart's connected to our money

4:14
because Jesus said, "Where your treasure

4:16
is,

4:16
that's where your heart's going to be."

4:18
So, this whole exercise of fundraising

4:21
and um and giving is really a it's

4:26
really connected spiritually to our

4:28
personal walk. So, and and as I thought

4:31
about generosity, I get myself in such

4:33
trouble. And I'm sure people listening

4:35
to this will get mad at me, but I

4:38
honestly don't believe in the tithe

4:40
because God God doesn't want a 10% tip

4:43
and then have us do whatever else we

4:45
want.

God's Economy and Stewardship

4:46
God's in God's economy in New Testament,

4:48
it's 100%. It's everything.

4:51
Everything. And what he wants to do is

4:53
how do we steward that well? Because

4:55
that's what the whole issue of

4:56
treasures. It's not just the money. It's

4:58
where your treasures are. That's where

5:00
your heart's going to be. How do we

5:01
steward that well for kingdom purposes?

5:03
And that has all sorts of implications.

5:05
Whether it's my family, what am I doing

5:07
to use what God's put into my trust to

5:09
bring my family in along on their

5:12
spiritual journey? How am I supporting

5:13
his kingdom work through the church,

5:15
through parurch ministries? It it begs a

5:18
much bigger question.

Encouraging Generosity in Others

5:20
How have you helped others go on that

5:22
journey? Because that's that's quite the

5:23
journey for somebody to change from uh

5:26
maybe not giving to hearing they should

5:28
give 10% to then hearing it's all gods.

5:31
Like that's a those are some drastic

5:33
jumps people have to make.

5:34
Well, what it does, it provides a

5:35
tremendous amount of of peace that God

5:38
isn't sitting up there with a scorecard

5:40
looking at card looking at the

5:41
percentage that you're giving. What he

5:44
cares about because it really I could

5:46
give 10% and be wrongly motivated on

5:48
that and be displeasing to God. So the

5:50
issue is where is my heart? How am I

5:52
aligning with God's kingdom purposes?

5:54
And then the the sense of peace it

5:57
brings is that again

5:59
there's no condemnation in Christ Jesus.

6:01
And that means he's not condemning you

6:04
if you're at 9.5%.

6:07
No, you you get my point is that it's

6:09
it's really that idea that all of life

6:12
is stewarding it for kingdom purposes.

6:15
How do I do that? Well,

Daily Stewardship Perspective

6:17
I love the perspective of everything is

6:19
God's and I need to prayerfully ask him

6:22
what he wants me to do with his money

6:23
every day. Like that's just such a

6:27
a counterintuitive perspective, but it

6:29
seems like the right kind of perspective

6:31
to to end up at.

6:32
Yeah. And and you see the freedom. So

6:35
I've done quite a bit of speaking in in

6:37
Australia and the US and it's fun to

6:40
work come up alongside donors and uh

6:44
have the light go on that they they're

6:47
carrying this burden. Am I doing enough?

6:49
and and to all of a sudden understand

6:50
that all God asked me to do is to take

6:54
what he's put into my trust and make

6:56
sure that I'm using it for his kingdom,

6:58
how however that's defined.

Data-Driven Approach

6:59
Yeah. You've had a unique personal

7:02
journey walking with the Lord, but also

7:04
one of the things that I've loved from

7:06
afar is how data driven you have helped

7:09
this company be.

7:10
Yeah. Uh and I mentioned it at the

7:12
outset like I have every year you come

7:14
out with different reports uh partnering

7:16
with a few different people and I'm like

7:17
I love getting those reports like I love

7:19
just reading them and seeing uh often

7:22
things that I'm absolutely surprised by

7:24
even though I'm kind of similarly in a

7:26
similar world to you. Uh how did you

7:29
start looking at the data and were you

7:32
surprised as well when when you started

7:33
getting some of that data put together?

Importance of Data in Decision-Making

7:35
Yeah. So, the the whole data driven part

7:38
of the company comes out of my personal

7:40
embarrassment being in meetings where

7:42
questions were asked that I had no

7:44
earthly clue how to answer cuz I didn't

7:46
have the data. And so, finally just made

7:49
the decision, you know what we're going

7:50
to do? We're going to start investing in

7:53
in answering some of these questions.

7:55
So, um, I love it because one of the

8:00
things we coach on is,

8:02
um, data tells a story and it never

8:06
lies.

8:07
So, if you're willing to to accept the

8:08
data and then act on it, you can

8:11
actually use the data to help you

8:14
improve

8:16
uh, whatever it is that you were on. So,

8:19
um, that's why we're data driven because

8:21
in order for us to help our clients get

8:23
to the point where they need to be, we

8:25
need to make sure that we're missing all

8:27
the potholes and that we're directing

8:29
them the right way in terms of their

8:31
strategies.

Servant Leadership in Practice

8:32
We talk a lot about servant leadership

8:34
and you [clears throat] are interacting

8:36
with some of the best leaders and best

8:39
organizations around the country and

8:41
around the world. Actually, you guys

8:42
have some cool clients around the world.

8:44
uh what are some things that you're

8:47
seeing from a leadership standpoint that

8:49
really exhibit servant leadership as you

8:51
step into these companies and you're

8:53
having some really tough conversations

8:54
about giving and growth and in a lot of

8:58
topics that are important for those

8:59
ministries.

9:00
Um

9:02
the mark to me

9:05
of a great leader in and a true servant

9:09
leader is the core mark is humility. M

9:14
and it's the ability it it and it

9:18
exhibits itself in in in

9:20
honest self-awareness

9:22
of um not being driven by my own

9:27
personal needs and wants

9:30
um and being able to listen to counsel,

9:33
receive it and act on it. And

9:37
unfortunately we have been in situations

9:39
working with leaders where

9:42
um they are closed off. they I don't

9:45
know if they feel threatened or whatever

9:47
it is, but you see the difference and

9:50
even in the culture of that kind of a

9:52
humble and I've just I have in my mind

9:54
one leader right now who exhibits that

9:57
just genuinely humble

9:59
uh welcomes

10:01
uh counsel, seeks counsel and acts on it

10:06
and and he's taken his organization way

10:09
beyond where it should have been.

Supporting and Training Ministries

10:11
It's really cool. you guys come

10:13
alongside and and you support

10:15
ministries, but you're also helping

10:17
train them to be better. Uh what does it

10:19
look like when you're stepping into a

10:21
ministry trying to encourage them to do

10:23
something? And you've kind of you've

10:25
been around the block to know what

10:26
works, what doesn't work. And often, I'm

10:28
guessing, you bump into some push back

10:30
like, well, these guys are outsiders.

10:32
They might not know what they're talking

10:33
about compared to what we're doing.

10:35
Like, how do you even deal with that?

10:36
And then I know from personal experience

10:39
a lot of those organizations that might

10:41
even start out hesitant are like wow

10:43
Dunham's been awesome for us and like

10:44
this is what we learned along the way.

10:46
Like how do you journey with people uh

10:48
in that discovery?

10:50
Yeah I you really need to earn that

10:51
trust. I mean first and foremost is that

10:54
you can't assume especially in new

10:56
relationships. Um and you have to hold

10:59
that trust very carefully. Um, we have a

11:04
a thing called uh the Dunham way and

11:07
it's 10 values or qualities that make up

11:10
the way we operate.

11:13
And uh one of them is uh we we do what

11:18
we say we will do.

11:20
And it's a very simple statement but

11:22
it's powerful because

11:24
it we help every every employee

11:26
understand is if we give our word on

11:28
something it's got to be golden. it has

11:31
we have to deliver on that promise.

11:34
Um and and

11:38
I think that kind of wiring, if you

11:42
would uh allows us to ultimately earn

11:45
the trust that when we say we're going

11:47
to do this, we're going to do it and

11:49
we're going to make sure that it's done

11:51
with excellence and that it's in your

11:53
best interest. M

11:54
so and again some clients it comes

11:57
quicker others it's it takes a it's a

11:59
bit of a journey um but I'm you know

12:02
it's pretty cool that we still have our

12:04
very first client from November 2002

Handling Project Challenges

12:07
that's super cool I didn't know that

12:10
what happens not every project goes well

12:12
no

12:12
like I I've been a part of a lot of

12:15
projects that have gone amazing with

12:16
Dunham I'll preface for those listening

12:18
but on the I'm sure projects haven't

12:21
gone well over 20ome years

12:23
uh how do you handle handle that?

12:25
It really depends. I mean, there's all

12:27
sorts of different reasons that things

12:29
can go bad. Um, one year the postal

12:33
service in December decided not to

12:35
deliver mail and it didn't get there.

12:38
All of our mailings, in fact, this hit

12:40
the entire industry uh landed in January

12:43
rather than December. And it was a

12:45
massive We had one client that lost

12:48
$100,000 just from the mail never

12:50
showing up.

12:50
Wow. And there's nothing you can those

12:52
are variables that are outside your

12:54
control. We had a situation one time

12:57
where a mailing that we handled uh

13:00
didn't go well. We had made some

13:01
mistakes along the way and we we

13:03
refunded everything. We just we said

13:05
that's our that's our bad. You shouldn't

13:07
have to pay the price for that.

13:08
So another one of the dumb ways is that

13:12
we own our mistakes.

13:13
Yeah. And so if if we do mess up, we're

13:16
going to own it, learn from it, and make

13:18
sure that the client doesn't pay a price

13:20
for it.

Business Philosophy and Growth

13:21
That's so powerful. How how do you feel

13:23
like I mean, I know that that's the

13:24
Dunham way, but how do you feel like

13:26
that came about? Because that I wouldn't

13:28
say that's a natural thing for most

13:30
leaders to even view business like that.

13:34
I think it comes from a perspective that

13:37
we're not in business. Our goal has not

13:40
been to grow the company. Our goal has

13:42
been to grow the ministries we serve.

13:45
And by that focus,

13:48
by definition, the company has grown,

13:50
right?

13:51
So the only way you can you, again, this

13:54
is all about trust. The only way you can

13:55
help a ministry grow is if you have that

13:57
trusted advisor kind of a relationship

14:00
where you've earned that trust, you've

14:01
proven it over time, and that you help

14:04
them achieve what on their own they

14:06
couldn't.

International Expansion

14:07
Well, and you guys have grown

14:08
internationally. You opened up an office

14:10
in Australia. Mhm.

14:12
I mean, that was not part of the road

14:14
map in 2002. How did that even come

14:16
about?

14:17
Uh, we had a ministry in 2005 that

14:19
needed some help with an uh charity they

14:22
had set up in Australia. So, we went

14:24
down, spent 10 days there fixing that,

14:26
meeting some of the players, and just

14:28
really coming away with my wife. She

14:30
went with me on that trip. On the flight

14:33
home, I just turned to her a little bit

14:35
fear just saying, "I think God's calling

14:37
us to Australia." Expecting her to say,

14:39
"You're crazy." saying, "Yeah, yeah, I

14:41
think you're right."

14:42
Wow.

14:42
So, it's it's always been missional.

14:44
It's uh it wasn't a business decision.

14:49
It was a missional decision. And it's

14:51
been very exciting to see what God's

14:53
done over the last 20 years.

Challenges of International Operations

14:54
Once you open up an office

14:56
internationally, separate from here. I

14:58
mean, you're in the heart of DFW, so

15:00
travel's not terrible, but I'm sure

15:02
added all kinds of complexities that you

15:04
couldn't have even imagined.

15:05
No. And it is. and that we we had to set

15:09
up an office because of the time

15:10
difference, but also because of the

15:12
cultural difference and um yeah, there's

15:18
there are a lot of complexities, but

15:19
God's been really super faithful. It's

15:21
been awesome to see what he's done.

Leadership Transition to Trent

15:23
[snorts]

15:23
You've made some other bold moves like

15:25
over time. I know Trent has stepped into

15:27
the business and took over a lot of the

15:29
day-to-day stuff. What was that

15:31
conversation like? And I guess for

15:33
listeners, Trent, you were related a

15:35
little bit, I guess you could say. Uh,

15:37
talk about how that decision was made.

15:39
Sure. So, I hired Trent, who's my son,

15:43
uh, 3 months after I started the

15:44
company. He was working in my former

15:47
company, hired him on

15:49
and brought him in literally at the base

15:52
level and he's learned he he's basically

15:55
done everything in the company.

15:57
And it he and I have had clarity that

16:01
Dunaman company wasn't uh

16:05
his to have, it was his to earn.

16:08
And so uh when I did start the company,

16:12
I I vowed a couple things. one, it would

16:15
not be my retirement plan. I would not

16:17
build the company so that someday I

16:19
could cash out and go sit on a beach.

16:22
I wanted to build something that would

16:23
far outlast anything that I could ever

16:25
be involved in. So that was number one.

16:28
And then number two that um in fact we

16:33
we have a lot of conversations about

16:34
this on the whole issue of succession

16:37
that um my goal and the way I'm wired is

16:43
to

16:44
build

16:46
um and to lay a foundation. I'm hands-

16:49
on keyboard. So when you think about a

16:50
founder like me, basically I have my

16:53
hands in everything because I had to

16:54
have my hands in everything. Mhm.

Trent's Leadership Vision

16:56
Um I made him president of the company

17:01
in 2018

17:05
and kind of watched him blossom kind of

17:08
in that role. So basically had most of

17:11
the company reporting to him except for

17:13
finance and HR.

17:16
And then uh in 2021

17:21
uh unannounced he came in my office and

17:24
sat down and wanted to share his vision

17:26
for the company.

17:27
And

17:29
when he got done outlining his vision

17:31
for the company, I realized it was at

17:34
least 10x my vision.

17:37
And just listening to made me exhausted.

17:39
So I thought, you know, it really is the

17:42
the time for succession is

17:48
um what I sense was I'd watched him

17:51
operate and build a team of specialists

17:55
that were reporting to him that were

17:59
beginning to change the shape of what we

18:01
were offering in a very good way. It it

18:03
was rounding it out and really helping

18:05
to augment what uh the services we were

18:08
providing. to really help ministries

18:10
more effectively. And when I heard his

18:12
vision, I realized that my season was

18:15
up. And some one of the things we coach

18:18
and we're actually working on a book on

18:20
this is it it leaders need to understand

18:24
that God has created life to be in

18:26
seasons. It's just the way he's done it.

18:29
We live it every year. We live it in our

18:32
own lives as children. We go through

18:33
that season of teenagers, young adults,

18:37
newly marrieds, young kids, teenagers.

18:40
Then they get married, they have grand.

18:42
So it's all seasons.

Understanding Leadership Seasons

18:43
Yeah.

18:45
Sometimes, many times, most times,

18:47
leaders fail to understand that when

18:49
they're put into a leadership role, they

18:51
need to walk into it understanding God's

18:53
called me here for a season. It's got a

18:54
sell by date on it.

18:56
It's going to end. So, how do I begin to

18:58
think about what does it look like? How

19:00
am I leading forward so that when I do

19:03
step away, the the organization's even

19:06
stronger than it's ever been and it's

19:08
prepared for the next season of growth.

19:10
Yeah.

19:10
So, that's always been my mindset.

19:12
Yeah. Jim Collins talks about that a lot

19:14
in in Good to Great, just a level five

19:16
leader. And you don't know necessarily

19:18
if you were a great level five leader

19:20
until you've left and if the

19:21
organization is better without you than

19:23
it was with you,

19:24
right? uh you're bumping into a lot of

19:26
ministries that have had great leaders

19:29
over a long period of time and now

19:31
you've done the succession thing well. I

19:33
know you're still here and involved

19:34
still, but you've been able to do that

19:36
really well from the outside. Have you

19:38
been able to step in and help other

19:40
organizations think through that or do

19:42
you stay out of that?

Coaching on Succession

19:43
No, no, absolutely. If we're if we're

19:45
invited into that, we will help coach on

19:47
that and help people walk it through. Um

19:51
I think one of the things again helping

19:53
leaders understand is um

19:58
God has wired you for a certain season

20:00
and you have a skill set to bring for

20:02
that season that's to the benefit of the

20:04
organization.

20:06
The person that's going to be succeeding

20:08
and this is true with Trent. He's got a

20:10
different skill set than I do. If I were

20:12
to have stayed in the seat I would have

20:14
stunted the growth of the company.

20:16
But he's wired for this next season in a

20:18
way that I'm not. and he can just it's

20:20
so apparent.

20:22
In fact, I was talking we were talking

20:23
earlier today. There have been times

20:25
I've been in my office frustrated with

20:27
his decision because I wouldn't have

20:29
done it that way only to watch it turn

20:32
out much better than I thought it ever

20:33
would and better than what if I had done

20:35
it. So, it's really having the mindset

20:37
that it's okay to step aside. My role is

20:40
his wingman. uh he's got complete

20:43
authority over the company and I'm here

20:46
just to help him succeed and then just

20:47
to be

20:50
corporate memory, you know, just stuff

20:52
that I've been through that he wants to

20:53
ping me on.

Developing Leadership Capabilities

20:55
How did you help him develop his

20:57
leadership capabilities because there's

20:59
a lot of people listening who might be

21:00
in similar shoes where they're trying to

21:02
think through it might not be family,

21:03
but it might be family. It might be

21:05
they've got the number two or they know

21:07
who's next, who's going to replace them,

21:09
but there's a lot of fear probably in

21:11
wanting to hold on and like just stay in

21:14
the role because they know it's working

21:15
and what happens if I let go?

21:18
So, I think it's a combination

21:21
of two things that live in tension.

21:25
One is giving uh that individual

21:29
uh increased responsibility so they

21:32
could be stretched

21:34
and learn

21:36
but also having the willingness to go in

21:38
and do what I call hold up the mirror

21:40
and just say this is something you can't

21:43
see right now but I'm going to hold the

21:44
mirror up for you so you to have that

21:46
really blunt and honest conversation

21:48
that's super clear. Many leaders fear

21:50
that and they struggle with that because

21:52
they don't want to be disliked. But

21:55
there was a conversation I had with

21:56
Trent probably

22:00
um around 2011 2012. We had been in a

22:04
meeting. He had not done well. Uh he

22:08
went to his office. I went behind him,

22:10
closed the door and I just said, "Tran,

22:11
if that ever happens again, you will

22:12
never run this company." And let me be

22:14
very clear what I mean. So I walked him

22:16
through the whole thing.

22:18
And that was a pivotal moment for him

22:21
because it he took it as a challenge. M

22:24
and a year later when the consultant

22:26
came in, it was consult we were using

22:28
did the same meeting asked me what

22:30
happened to Trent? He is so different. I

22:33
go he took the challenge.

22:35
But the whole point is it's stretching

22:37
but it's also challenging and being

22:39
willing to have the really hard and

22:40
honest conversation because they can't

22:42
grow if you're if you're not that

22:44
upfront with them.

Surprises in Fundraising

22:45
I love that. uh you've you've had such a

22:49
good vantage point for a while in the

22:51
world of fundraising and nonprofits.

22:53
What are some things that have surprised

22:55
you over the last decade plus

22:58
and what are you thinking about for the

23:00
next decade? What do you think is going

23:02
to be some of the surprises that people

23:03
don't even realize are coming?

23:06
Yeah, I think that's a that's a really

23:09
interesting question because I I don't

23:11
know that I've actually been surprised

23:13
by anything

23:15
as much as

23:18
um

23:22
as much as the the complexity of

23:25
challenges that um most organizations

23:29
face and how you you can't bring a

23:33
one-stop solution because of the

23:35
complexity of each organization so

23:37
different.

23:38
And so it's not been a surprise, but

23:40
it's been a an adjustment that we've had

23:43
to become much more nimble and flexible

23:46
and uh as we get out in under the hood

23:49
for an organization of really having the

23:54
complete tool set to be able to help as

23:58
we identify the problems be able to

24:00
bring a solution that will honestly

24:01
work. So

24:04
again, it wasn't really a surprise. It's

24:05
been more of a journey to understand

24:07
that where we started out initially

24:12
would would would help an organization

24:15
in one

24:17
lane, but it wouldn't help the

24:18
organization lift fully to where it

24:21
needed to be. So, and I think that's

24:23
frankly what Trent's done best is help

24:25
us build out um our offerings to to meet

24:28
the complexities that organizations are

24:31
facing today.

Insights from Data Research

24:32
Yeah. Well, it's interesting because you

24:34
bring some some knowledge that to me is

24:37
counterintuitive based on some of the

24:39
research you've done an an example.

24:42
I was reading and this is maybe

24:44
three four months ago. you did it before

24:46
that, but three or four months ago, I

24:47
was reading some some research you guys

24:49
put out and it talked about how Gen Z's

24:52
uh actually want direct mail more than

24:54
any other generation.

24:55
Like I think about digital marketing all

24:57
the time. Uh I don't think about direct

25:00
mail hardly ever. Um and then when I'm

25:03
reading that I'm like what in the world?

25:05
And it doesn't talk like it I mean you

25:08
can explain this better, but it doesn't

25:09
talk about how they give via mail but

25:10
how they want to receive it and then how

25:12
how that increased online donations. And

25:14
I was like, a light switch went on. And

25:16
I was like, wow, that's really

25:17
interesting. But

25:18
I feel like you have a lot of those

25:20
every

Survey Findings on Gen Z

25:21
year where maybe you're just so

0:25:23
close to it, it isn't surprising to you

0:25:25
now, you're like, well, we expect that.

Direct Mail and Donations

0:25:28
And and

0:25:25
well, that to that, thank you for

0:25:28
bringing that up cuz that when we first

0:25:29
discovered that about four years ago,

0:25:31
yeah,

0:25:32
it was like,

0:25:34
are we sure we surveyed the right group

0:25:37
on this? because there there was a

0:25:38
couple things that were showing up in

0:25:40
the data that was very different about

0:25:42
Gen Z

0:25:43
and um part of what we're in fact we'll

0:25:47
be presenting at CNB's momentum here in

0:25:49
a few weeks and part of what we're going

0:25:50
to be presenting on is many

0:25:53
organizations bringing up direct mail

0:25:56
analyze direct mail ba based on the uh

0:25:58
direct traceable revenue coming back

0:26:00
which is diminishing all the time

0:26:01
checks like physical checks okay yeah

0:26:03
that's yeah

Online vs. Mail Donations

0:26:05
so 21 22% of donors like to give a check

0:26:09
in response to direct mail. 47% like to

0:26:11
give online. Well, do the math. I mean,

0:26:14
if you got a $100 back in the mail, that

0:26:16
means you probably got another couple

0:26:18
hundred dollars online. So, we've been

0:26:20
building out ways in which to look at

0:26:22
what we're calling indirect income so

0:26:24
that don't organizations don't make a

0:26:26
wrong decision about direct mail that

0:26:27
it's not performing like it should

0:26:29
because it is. And frankly, what I talk

0:26:32
about a lot is for us older folks that

0:26:35
pre- internet when postal mail was the

0:26:38
way that you got information.

Digital Marketing Challenges

0:26:40
Um, your mailbox was just chalk full

0:26:44
every day.

0:26:45
I mean, stuff full. Um, and

0:26:50
it was a sort I mean, you you'd spend

0:26:52
five minutes just sorting through all

0:26:53
your mail and just trying to figure out

0:26:54
what to look at. Well, that's the inbox

0:26:56
today. That's the really the challenge

0:26:58
of digital marketing and in email

0:27:00
because everybody's inbox is so full.

Omni-Channel Messaging

0:27:03
Well, Dre Mill shows up today and what

0:27:04
do you got? Three pieces.

0:27:06
Yeah.

0:27:06
So, if you actually show up. So, we

0:27:09
we're strong believers in

0:27:12
omni channel

0:27:13
messaging or the same message. So,

0:27:16
direct mail can play a lead role, the

0:27:18
email, text, all of it.

0:27:20
But it's got to work in concert. And if

0:27:21
it does,

0:27:23
the results are usually pretty pretty

0:27:25
significant. Yeah, I forget I forget if

0:27:28
it was a report that you guys did. I

0:27:29
think it was somebody did it and I was

0:27:31
reading it around that same time about

0:27:33
text being just unbelievable. Like 98%

0:27:35
open rates and things like that.

Text Donations and Gen Z

0:27:37
And there's 5% of donors say they've

0:27:39
given by text and 10% of Gen Z say they

0:27:43
have.

0:27:43
And that's an indication to me not of

0:27:46
lack of interest, but lack of uh lack of

0:27:49
ministries using that as a tool the way

0:27:51
they should. Mhm.

0:27:52
So, we've got a case study we're going

0:27:54
to present that shows that if you use

0:27:56
text, it can it can perform

0:27:58
exceptionally well and it's a stream of

0:28:00
revenue that you're just not realizing

0:28:01
right now.

Cross-Network Attribution

0:28:02
Yeah. Well, it's interesting like a few

0:28:04
years ago, Google did something with

0:28:06
their analytics platform when they

0:28:07
launched J4 and they changed one of the

0:28:09
measurements to be crossnet network

0:28:10
attribution which was the whole point

0:28:12
was you might not see in a direct mail

0:28:14
or in a text or just from an online ad.

0:28:17
it was they had to see all of them in

0:28:19
order to actually give and and the

0:28:21
importance that they all were like

0:28:23
different legs of a stool if you will.

0:28:25
So that was interesting.

Decline in Number of Givers

0:28:26
Y

0:28:27
um something I'm curious about

0:28:30
[clears throat] giving numbers are way

0:28:32
up it feels like year-over-year and I

0:28:34
think you talked about this a little bit

0:28:35
in some of the stuff you've done uh but

0:28:37
the number of givers has declined a

0:28:38
little bit. Why is that?

0:28:41
Well, it really goes back there's a

0:28:43
couple different answers to this. First

0:28:45
of all, um there's a direct correlation

0:28:49
between religious engagement and giving.

0:28:51
That's been proven for years. And um

Religious Engagement and Giving

0:28:56
and religion or Christian specific

0:28:58
I'm talking about Christian.

0:28:59
Okay, great.

0:29:00
Although the same the same is true of

0:29:01
other faith that there is a correlation

0:29:04
between faith involvement and giving.

0:29:06
But in America,

0:29:09
uh, with the decline in participation,

0:29:12
you've seen a decline actually in

0:29:15
biblical literacy around giving.

0:29:17
So, think about that's generational. The

0:29:20
other is more policy driven. So back in

0:29:22
2017, the tax cut and jobs act doubled

0:29:26
the standard deduction

Tax Policy Impact

0:29:28
and uh prior to that there was over I

0:29:32
think it was close to 40% of taxpayers

0:29:35
were itemizing and today it's about 8%.

0:29:38
and Lily Family School of Philanthropy

0:29:40
did a study that they estimated

0:29:43
somewhere around $20 billion was lost in

0:29:45
revenue just in 2018 from charitable

0:29:49
revenue just because of that uh change

0:29:51
cuz if I'm not going to itemize I'm

0:29:53
taking the standard deduction the

0:29:55
motivation one of the motivations to

0:29:57
give more is gone or even to give so

0:30:00
[snorts]

0:30:01
there's been a lot of concern in the

0:30:04
industry around

Universal Charitable Deduction

0:30:06
um the dollars up donors down. I think

0:30:10
household participation's gone from 65%

0:30:14
in

0:30:16
uh around 2000 to

0:30:20
uh it is now 42%.

0:30:23
So pretty dramatic decline. So fast

0:30:27
forward to last year, the tax policy

0:30:29
changes in the one big beautiful bill

0:30:32
and uh one of the things that was

0:30:34
approved in the bill uh was passed was

0:30:38
um the universal charitable tax

0:30:40
deduction. What that is is if you take

0:30:42
the standard deduction, and this is a

0:30:44
permanent change in tax law. If you take

0:30:47
the standard deduction, you can now

0:30:48
deduct if you're single $1,000 of

0:30:50
charitable uh contributions. And if

0:30:53
you're uh married filing jointly, it's

0:30:56
up to 2,000.

Communicating Tax Changes

0:30:57
And that's an above the line deduction.

0:30:59
So again, some studies have been done on

0:31:02
that. And there's an estimate out there

0:31:05
of that should add about 6 to8 million

0:31:08
donors uh annually and about $6 billion

0:31:13
of additional revenue. The challenge

0:31:16
we're going to have this year is

0:31:17
communicating that uh so so that donors

0:31:20
who take the standard deduction, which

0:31:21
is the vast majority, understand that

0:31:24
that you can give up to $1,000 or 2,000

0:31:27
and get the deduction. And if you're we

0:31:29
just in one of our studies, we asked a

0:31:31
question and uh

0:31:34
13%

0:31:36
of non-donor said they would start

0:31:38
giving if they had that option

0:31:40
to take that deduction. So,

0:31:42
we'll see. I just I think there's some

0:31:45
effort to try to change that trend.

Raising Awareness

0:31:48
Um

0:31:50
but we'll see.

0:31:51
I mean, how do you even go about helping

0:31:54
people be aware? Because if that's off

0:31:55
of gross income, which it sounds like

0:31:58
somebody could technically change their

0:32:00
tax bracket like slightly and then it

0:32:02
makes a huge difference. Not only are

0:32:04
they giving more more, but they're also

0:32:07
getting tax. We're making some

0:32:09
recommendations on that, whether it's in

0:32:11
the receiving process, having a drop in,

0:32:13
having a drop in in a newsletter. Um

0:32:17
there's I think there are ways to get

0:32:19
that message out

0:32:21
kind of a did you know.

0:32:23
Um but yeah, it's um

0:32:26
yeah, it's going to be interesting to

0:32:28
see what happens this year with that.

Nonprofit Trends

0:32:30
All right, I'm going to ask you a

0:32:31
question that might be tough for you to

0:32:33
answer, but there's more nonprofits than

0:32:35
ever, it seems. And people all the time

0:32:37
you hear people saying, "Oh, I'm gonna

0:32:38
start a nonprofit." Uh, you have a

0:32:41
vantage point where you get to look at

0:32:43
them and sometimes you might look at a

0:32:44
nonprofit and be like, "Boy, they should

0:32:46
not be they should not be in existence."

0:32:48
And other times you're like, "Oh man,

0:32:50
what you're doing, it's amazing. You

0:32:51
should start a nonprofit." And like,

0:32:52
"This could really be a thing."

Evaluating Nonprofits

0:32:54
[clears throat]

0:32:54
How how are you seeing the trends in the

0:32:56
nonprofit world? Like, are you excited

0:32:57
about where things are going? Are you

0:32:59
thinking that some should shut down?

0:33:01
Like, what are you seeing with your

0:33:02
vantage point? Yeah, I think we've

0:33:05
actually helped uh a number of of

0:33:09
visions come into reality by helping

0:33:11
start the nonprofit, Bill, helping them

0:33:13
build the infrastructure for it because

0:33:15
it was a worthy cause. Um, and

0:33:20
they're doing pretty good today. Um,

0:33:24
there's there's something like one and a

0:33:26
half million nonprofits, might be higher

0:33:28
than that now in the US. And yeah, there

0:33:31
are some that should not be in

0:33:33
existence, no doubt. And um

Passion and Impact

0:33:38
for us, it's all about how passionate

0:33:42
are they uh around growing their impact.

0:33:46
Are they just trying to get by? Are they

0:33:48
just trying to make it? Or are they are

0:33:50
they willing to to really press into

0:33:52
things and see uh a greater impact? And

0:33:56
that's kind of what we look for. M you

0:33:59
talk about impact with all of the things

0:34:01
that we get involved in. Uh our mission

0:34:05
is to impact hundreds of millions of

0:34:07
people. It's why we even think about

0:34:08
this podcast. You have been in a

0:34:10
position where the stuff you have gotten

0:34:13
involved in over the last couple

0:34:14
decades, have influenced hundreds of

0:34:16
millions of people. Uh it's cool because

0:34:19
you're doing it towards Christ, like

0:34:21
you're impacting them towards Christ. Uh

0:34:23
there's a lot of weight with that

0:34:24
though. Um what has been some of the

0:34:27
most exciting stuff that you have seen

0:34:29
happen over the last couple decades

0:34:32
related to impact?

Exciting Impact Stories

0:34:34
Yeah. Um

0:34:37
a couple things. There's an Australian

0:34:39
ministry that um this goes back a number

0:34:43
of years but they were

0:34:46
basically on the verge of bankruptcy.

0:34:49
And in Australia the the annual

0:34:52
financial year for the country is July 1

0:34:53
to June 30. Everybody has a what they

0:34:56
call an end of financial year push in

0:34:57
June. So they came to us and asked if we

0:35:01
would help them with their end of

0:35:02
financial year push

0:35:04
and they had put together a whole plan

0:35:07
for staff layoffs the whole bit. And we

0:35:11
we pushed through the end of financial

0:35:14
year and helped them raise so much money

0:35:17
that not only did they not

0:35:20
uh have to lay off staff, but we

0:35:22
actually created a buffer for them to

0:35:24
begin growing and they've become one of

0:35:26
the more powerful

0:35:28
uh Christian lobby groups in in

0:35:30
Australia. It's really a very cool story

0:35:33
and I that

0:35:35
when you see that, you just feel so

0:35:36
grateful

0:35:37
that God allowed us to do that. Wow.

Future Excitements

0:35:40
What are you most excited about for your

0:35:42
next 10 years?

0:35:44
It's really interesting to see where

0:35:46
things are going. I'm grateful for

0:35:48
Trent's leadership. I think what we're

0:35:50
doing especially with AI and how we're

0:35:53
we've brought in uh a gentleman out of

0:35:56
the UK called James Poulter who's one of

0:35:58
the leading global minds on AI,

0:36:02
strong believer and we're helping

0:36:06
ministries

0:36:08
begin to think through and craft for

0:36:11
themselves how what's the ethical use of

0:36:14
AI, how do we use AI, and how does that

0:36:18
help us push mission And there's a lot

0:36:20
of unknowns in that. So, I get pretty

0:36:22
excited to think that we're on the

0:36:25
forefront of helping ministries do that.

0:36:27
And and there's been a couple of cases

0:36:29
already that we've watched that have

0:36:31
just been really exciting. So, I'm I'm

0:36:33
pumped about that.

Mentoring and Leadership

0:36:35
Um, and for me personally,

0:36:40
um,

0:36:41
yeah, I think it's

0:36:45
it's an overused word, but the mentoring

0:36:47
I get to do is what gets me most

0:36:49
excited.

0:36:50
How do you pick and choose your

0:36:51
mentoring?

0:36:52
I don't.

0:36:55
Yeah. So, it's more uh the team here.

0:36:58
Okay. being available to uh the others

0:37:03
in the sea level, but also then some of

0:37:05
the up and uh rising stars in our

0:37:09
company coming alongside them

0:37:12
and providing some

0:37:14
put the arm around the shoulder

0:37:16
mentoring and guidance and then uh yeah

0:37:20
so that to me I I and then with our

0:37:23
clients just I have the opportunity to

0:37:26
mentor a number of leaders within our

0:37:28
client science. It's pretty exciting.

Rapid Fire Questions

0:37:30
Wow. All right. I want to finish with 10

0:37:32
rapid fire questions.

0:37:34
Uh say the first thing that comes to

0:37:36
mind, no wrong answers. Who's the first

0:37:38
person you think of when I say servant

0:37:40
leadership?

0:37:41
My m my mind

0:37:44
defaults to the most common answer to

0:37:47
that and that's of course Christ because

0:37:49
of just the way he led and the fact that

0:37:52
he in my opinion took a beyond servant

0:37:55
leadership. But that's a whole another

0:37:56
conversation. Um, I really don't have

0:38:00
somebody that jumps to my mind. I'm

0:38:01
sorry.

Personal Traits and Books

0:38:01
Well, you can go with Christ. That's the

0:38:03
ultimate circle and beyond.

0:38:05
Five words that most describe you.

0:38:08
Ooh.

0:38:10
Grateful. [clears throat]

0:38:12
Um,

0:38:13
yeah. I

0:38:16
I the the key word I think of all the

0:38:18
time is just grace. Just

0:38:21
um

0:38:23
Yeah, grateful.

0:38:25
Um, I hope strategic.

0:38:28
Um, that's really hard one cuz that's

0:38:31
that's a [laughter]

0:38:32
what what I

0:38:34
You got to talk about your best traits.

0:38:35
My best my best traits. Well, let's talk

0:38:37
to my wife. She'll tell the opposite.

0:38:40
[laughter]

0:38:41
But yeah, she she's helped me become, I

0:38:44
think, a fairly patient person.

0:38:45
So, I think of of patience.

0:38:48
Um,

0:38:50
yeah. Enga. And I I think of the word

0:38:52
engaged because I we've got nine

0:38:54
grandkids, very engaged in their lives,

0:38:56
which is super cool.

0:38:58
That's awesome. All right. Um, what's

0:39:00
been one of the most impactful books on

0:39:02
you?

Favorite Books and Food

0:39:06
You know what? From a business point of

0:39:07
view, you mentioned it earlier, Good to

0:39:09
Great was pretty impactful. I mean, it

0:39:11
just it opened up a lot. I love Leion

0:39:13
stuff. I mean, that's also been very

0:39:15
helpful to us in leadership. Um,

0:39:19
in my personal life, it's the knowledge

0:39:21
of the holy.

0:39:23
Still my favorite.

0:39:24
All right. Favorite food?

0:39:27
Italian.

Free Time and Surprising Facts

0:39:27
Favorite thing to do in your free time.

0:39:30
Hanging with the grandkids and my wife.

0:39:31
Love that. What's a surprising fact

0:39:34
about you?

0:39:35
Oh, I was in a rock band growing up.

0:39:37
No way. That was surprising. Cool.

0:39:41
You still play them?

0:39:42
That was another life. No.

0:39:43
No. Okay. Um, all right. favorite place

0:39:45
you've been?

Travel and Advice

0:39:47
Um,

0:39:49
probably Italy.

0:39:51
Is there somewhere in the world that you

0:39:53
would love to go that you have not been

0:39:54
to yet?

0:39:56
Not really, cuz I've been to so many

0:39:58
countries. I think I've pretty Well,

0:40:02
no.

0:40:03
All right, that's good. You've seen

0:40:04
everything you need to see.

0:40:06
Um, best advice you've ever received?

0:40:09
I would say learning to play the long

0:40:12
game.

0:40:13
Yeah.

0:40:14
Yeah. Just focus on the long game.

0:40:16
You'll always win if you do.

Servant Leadership Importance

0:40:17
Yeah. One of my favorite books is The

0:40:19
Infinite Game. I'm not sure if you read

0:40:21
that by Simon Synynic, but it's all

0:40:22
about that. Um, all right. And finally,

0:40:24
a podcast on servant leadership. Uh, why

0:40:27
does servant leadership matter to people

0:40:29
or why should it be important to them?

0:40:31
Yeah. And again, I mentioned my views

0:40:33
just a little bit different on servant

0:40:35
leadership because I think when Jesus

0:40:36
talks about it in Matthew 20, he's

0:40:39
really he's shifting a paradigm

0:40:43
by saying the world value uh evaluates

0:40:46
leadership based on power and control

0:40:48
and kind of what's in it for me and I

0:40:51
evaluate leadership in a very different

0:40:53
way.

Beyond Servanthood

0:40:53
And I actually think he takes it beyond

0:40:55
servantthood because he says if you want

0:40:57
to be great, you want to be a servant.

0:40:58
If you want to be the greatest, you want

0:41:00
to be a bond slave.

0:41:02
And if you go to how he defines that's

0:41:05
really defined by by Paul in Philippians

0:41:09
2 when he talks about how this attitude

0:41:12
that Christ had even though he was equal

0:41:15
with God, he did not regard equality

0:41:18
with God something to be held on to. But

0:41:19
he emptied himself,

0:41:22
took on the form of a bond slave. Same

0:41:24
word dulos.

0:41:26
And then when he became flesh, he

0:41:28
humbled himself and became obedient to

0:41:31
the point of death. So

0:41:33
when I think of leadership

0:41:36
and servant leadership, I actually think

0:41:38
of being the bonds slave that Jesus

0:41:40
talks about and that and that you're

0:41:44
you're being a bondslave

0:41:46
the master is Jesus. So it's and what

0:41:50
that means to me is complete and utter

0:41:55
abandonment

0:41:56
to Christ in your life.

Final Thoughts

0:41:58
I love that

0:41:59
because without that you can't truly

0:42:01
lead as a servant.

0:42:03
Yeah. So I think and I think that's what

0:42:05
Jesus was pushing the disciples to in

0:42:07
that passage is that you you've got to

0:42:10
sell out to me completely as a bond

0:42:12
slave

0:42:13
and that's genuine leadership because

0:42:15
then you'll have all the attributes

0:42:17
of a genuine leader.

0:42:19
I love that. Well, and it's that same

0:42:21
challenge of like moving from Matthew

0:42:24
20, and I hadn't thought through it in

0:42:25
that way, but I like that uh later like

0:42:27
in John 13, it shifted like or not

0:42:30
Matthew 20, Matthew somewhere in Matthew

0:42:32
when they're talking about like um love,

0:42:35
love your neighbor as yourself. Uh but

0:42:37
later at the last supper, Jesus is like

0:42:39
a new commandment I give you. Love

0:42:41
others like I have loved you. And it's a

0:42:43
totally new framework like that constant

0:42:45
reframing of like, okay, this is going

0:42:48
to be way more difficult. uh probably

0:42:50
won't get there, but it is complete

0:42:51
humble and obedience and submission and

0:42:54
abandonment to God. So, I love that.

Closing Remarks

0:42:57
Well, Rick, thank you for your wisdom.

0:42:58
Thanks for what you're doing here at

0:42:59
Dunham.

0:43:00
Uh we're going to put in the show notes

0:43:02
for people listening a link where they

0:43:03
can check out Dunham uh if they don't

0:43:05
know it already. And just thankful for

0:43:07
you.

0:43:07
Thank you. Thanks for having me.

0:43:09
Thank you for listening to this episode

0:43:11
of the Servant Leadership Podcast. If

0:43:14
you enjoyed what you heard, please give

0:43:15
it a thumbs up and leave a comment

0:43:17
below. Don't forget to subscribe and hit

0:43:21
the notification bell to never miss an

0:43:23
update. Be sure to check out the servant

0:43:25
leadership podcast.org for more updates

0:43:27
and additional bonus content.

Back To Top